Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Rehmann Wealth discloses a maximum, individually negotiated rate of 2.5% in its Form ADV Part 2A (March 25, 2026). Converted to dollars, that runs $12,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (March 25, 2026): “Each of our Advisors sets their own asset management fees as long as they do not exceed 2.5% per year.”
Note: CRD 123047 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The IAPD registrant is Rehmann Wealth, and the brochure is titled for Rehmann Capital Advisory Group, LLC, which is listed as a prior name of the same registrant. The firm reports about $5.27 billion in regulatory assets under management. The priced figure is the fee limit for individual clients, whom the brochure lists among the people it serves, and the brochure states each Advisor sets the actual fee within that limit.
The published maximum: 2.5% per year (The priced figure is the 2.5% per year limit the brochure sets on the asset management fee each Advisor may charge. It is a limit, and the brochure says annual fees vary between 0.00% and 2.50% depending on account size, the Advisor, the type of service and the client’s relationship with the Advisor, with larger accounts possibly receiving a discounted rate. Fees of independent third-party managers, fund expenses, custodial and brokerage charges, and margin interest are separate from the asset management fee, and some Advisors also earn commissions in separate capacities as registered representatives or insurance agents. Financial planning and consulting fees are billed separately. None of those add-ons are in the figures below.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $6,250 | 2.50% |
| $500,000 | $12,500 | 2.50% |
| $1,000,000 | $25,000 | 2.50% |
| $2,000,000 | $50,000 | 2.50% |
Each balance is priced at the 2.5% annual limit applied to the whole account value. The brochure says the firm itself has no account size or fee minimums, although some Advisors may impose a minimum account size or minimum quarterly fee, so no dollar floor is applied. These are ceiling figures, not typical charges, since the brochure says fees can be as low as 0.00% and are negotiated case by case.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Rehmann Wealth’s own published maximum rate runs up to $12,500 a year.
Comparing Rehmann Wealth against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 25, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032622
- SEC Investment Adviser Public Disclosure, Rehmann Wealth (CRD #123047): https://adviserinfo.sec.gov/firm/summary/123047
- Rehmann Wealth, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/123047/PDF/123047.pdf
Methodology. This page was built September 28, 2026, drawing on Rehmann Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.